SCOTT MONTGOMERY

*** ********** ****, **** ******, Washington 98365

Cell: 206-***-**** acuzfz@r.postjobfree.com

OBJECTIVE

To accelerate my working knowledge with full charge bookkeeping, small business account maintenance, taxes, business strategy & innovation. Experienced with cash and bank reconciliation, financial reporting & analysis, GAAP guidelines and CPA protocols. Working knowledge of all Quickbooks and Sage software including online versions.

Montgomery Consulting Port Ludlow, Washington

Owner

Current Clients

Joy Point Acupuncture, Port Ludlow, Washington

Tippy Top Tree Services, Chimacum, Washington

EMPLOYMENT

SOS Printing Port Townsend, Washington

Full Charge Bookkeeper, Part Time

February 2015 – Present

Daily invoicing of customers based on individual print jobs. Monitoring of AR Aging schedule and autonomy in collections.

Daily input of customer invoice payments and constant upkeep of account statements.

Weekly bank deposits and reconciliation’s.

Quarterly and yearly tax responsibilities are maintained and federal & state tax payments generated.

Monthly Payroll for 5 full-time employees, 3 p/t employees and for the CEO.

Overall business accounting structures maintained at the request of the CPA.

Red Dog Farm Chimacum, Washington

Field Crew, Certified Organic Farm

May 2014 – October 2014

Seasonal farmer working on over 12 acres of farmland on the Olympic peninsula.

Main responsibilities include overall produce harvest and overall farm maintenance, including upkeep of irrigation systems on a weekly basis.

Corbis Corp. Seattle, Washington

Accounting Associate, Splash Billing (US & APAC)

February 2013 – October 2013

Provided billing support for Corbis and Splash News through invoice entry into Great Plains and CORE from weekly sales clippings, adhering to strict weekly & month-end close deadlines.

Proficient in validating billing data, processing credit/re-bills and preparing monthly journal entries for revenue accruals.

Long-term contract position to provide billing support while Corbis transitioned from Great Plains to SAP, which was accomplished at the end of October 2013.

Sun Gro Horticulture Bellevue, Washington

Accounts Payable, Freight Payables Administrator

August 2012 – January 2013

Responsible for regional payable administration in the US and Canadian regions, from invoice entry to payment with a volume of 500+ invoices per week.

High level of accuracy and fast learning curve as they transferred operations to Massachusetts.

Trained on invoice entry on both A/P and Freight Payables platforms.

REI, Inc Issaquah, Washington

Retail Sales Associate, Cashier

October 2010 – September 2011

Camp / Climb Sales Associate with full knowledge of sales floor and warehouse operations.

Worked on the Front Line and worked closely with the Customer Service Associates.

Knowledgeable and proficient with all products in store and online.

McVeigh Builders Seattle, Washington

Finish Carpentry, Residential Home Remodeling

December 2008 – July 2009

Witthuhn Investment Group Kirkland, Washington

Client Service Associate

March 2007 – October 2008

Brought forward all knowledge and experience as a Financial Analyst from PW Securities to work directly for a Financial Advisor.

Assisted in all functions of office operations, accounting & finance.

Designed Excel spreadsheets to monitor and account for business flow as well as accounting of client checks and stock certificates for deposit into their brokerage accounts.

Daily communications with clients to transform private information from data into reports and working documents.

Proficient in all aspects of operational account maintenance utilizing two separate clearing firm platforms within which client brokerage accounts were held.

Strict adherence to client fiduciary responsibility and privacy.

PACIFIC WEST SECURITIES / PACIFIC WEST FINANCIAL GROUP

Financial Analyst, Operations Cashier

June 2005 – February 2007

Analyzed overall financial health and performance of sponsored properties which are purchased into private REIT’s and properties purchased for accredited investors.

Data mined information from Private Placement Memorandum’s, entered information into specialized excel spreadsheets and analyzed this information to determine suitability of investment property for our Registered Reps.

Excellence in understanding of financial documents and a strong understanding of real estate investment properties utilized by Registered Reps for diversification in accounts.

Executed client requests in movement of client funds into and out of retirement and non-retirement accounts using a variety of methods including ACH, Federal Fund wires and checks.

Coded all clearing firm checks and stock certificates into client accounts and assisted in management of securities in all accounts on a daily basis.

EDUCATION

Central Washington University Ellensburg, Washington

2005; Bachelor of Science in Business Administration (BSBA) Specialization in Finance

Bellevue Community College Bellevue, Washington

2003; Associate of Arts Degree (AA)

SOFTWARE

Proficient with multiple Operating System platforms including Windows, Mac and Linux. Working knowledge of QuickBooks, SAGE, CORE, Great Plains, Onyx, Excel, Word, Access, PowerPoint, Outlook & Infinium

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